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Cryptocurrency History Chart Developed by Kimmy Wan |KW Wealth Management

Writer's picture: Kimmy WanKimmy Wan

Updated: Apr 11, 2023

KW WEALTH MANAGEMENT does not currently hold Bitcoin, Ethereum or other cryptocurrency in our portfolio strategies.


The information provided does not constitute, in any way, a solicitation or inducement to buy or sell securities and similar products. Comments and analysis reflect the views of KW WEALTH MANAGEMENT at any given time and are subject to change at any time. Moreover, they can not constitute a commitment or guarantee on the part of KW WEALTH MANAGEMENT. The recipient acknowledges and agrees that by their very nature any investment in a financial instrument is of a random nature and therefore any such investment constitutes a risky investment for which the recipient is solely responsible.





 

Disclosures




The information provided is for general information and educational purposes only and is not directed to any investor or category of investors. No information contained herein should be regarded as a recommendation to engage in or refrain from any investment-related course of action, and is not an undertaking to provide impartial investment advice. Individual investors should consult with a financial, legal, tax, or other personal advisor about whether any investment strategy, product or services described maybe appropriate for your individual circumstances.


All investing is subject to risk, including the possible loss of the money you invest.


Be aware that fluctuations in the financial markets and other factors may cause declines in the value of your account. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. We recommend that you consult a tax or financial advisor about your individual situation.


KW Wealth is neither a law firm or a CPA firm, If you have questions concerning the meaning or applications of a particular tax law, you should consult with an attorney or a CPA who specialize in this area. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Any views or opinions expressed may not reflect those of the firm as a whole. KW Wealth Management reserves the right to amend or change the content at any time and for any reason at its discretion.


2021 KW Wealth Management All rights reserved.


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Based in California

KW Wealth Management LLC is not a law firm or CPA firm. The materials presented is intended for education and information only. If you require the service of an attorney or CPA, we recommend you seek out one and verify their experience.  

A copy of the firm’s Form ADV is available through the SEC’s website at www.adviserinfo.sec.gov. Individual securities licenses and disclosure are available through https://brokercheck.finra.org, or upon request.

Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.

 

2024 KW Wealth Management ™ All rights reserved

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